LENOVO GROUP(00992)

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联想集团发布2024/25财年ESG报告,应用AI技术实现IT设备全生命周期碳排放量精准测算
Xin Lang Ke Ji· 2025-06-26 01:52
Core Viewpoint - Lenovo Group has released its 2024/25 ESG report, marking its 19th annual report and the first since the introduction of its "human-centered intelligent" technology development vision, emphasizing its commitment to responsible governance and sustainable development [1]. Group 1: ESG Performance and Initiatives - Lenovo has made steady progress in various environmental management performance areas, including renewable energy usage, product efficiency, materials and packaging, and water resource management [1]. - The company has deepened its commitment to AI technology in biodiversity protection, partnering with the Wuhan Yangtze River Dolphin Protection Foundation to promote the intelligent protection of endangered species [1]. - Lenovo successfully hosted the first Lenovo 360 Circle summit in Brussels, focusing on sustainable development initiatives and achieving a 95% response rate from its manufacturing suppliers to the CDP climate change survey [2]. Group 2: AI and Sustainability Solutions - The company utilizes generative AI technology through its Lenovo Intelligent Sustainable Development Solutions Advisor (LISSA) to accurately measure the carbon emissions of IT equipment throughout its lifecycle [2]. - Lenovo has launched an ESG solution called "Le Xun" in specific markets, which helps clients monitor key ESG indicators and provides near-real-time insights on greenhouse gas emissions and energy usage [2]. Group 3: Globalization and AI Governance - Celebrating its 20th anniversary of globalization, Lenovo emphasizes the integration of global and local strategies while building a diverse executive team [3]. - The company has implemented a responsible AI policy to provide clear guidelines for the ethical use of AI, establishing a governance framework unique to Lenovo [3]. - In November 2024, Lenovo, in collaboration with various organizations, initiated the "Human-Centered Intelligent Development and Governance Initiative," attracting participation from 31 leading companies and institutions [3].
联想取得转轴装置及电子设备专利,提供转轴装置目标阻尼力
Jin Rong Jie· 2025-06-24 07:17
专利摘要显示,本申请提供一种转轴装置及电子设备,包括:第一连接件,第二连接件,套设在第一连 接件的至少部分外侧;第一连接件与第二连接件能够相对转动,且摩擦接触,以提供转轴装置的目标阻 尼力;其中,沿第一连接件以及第二连接件的轴向具有第一段部以及第二段部,第一段部具有第二连接 件套设于第一连接件的一部分,第二段部具有第二连接件套设于第一连接件的另一部分,第一段部提供 第一连接件相对于第二连接件转动的第一阻尼力,第二段部提供第一连接件相对于第二连接件转动的第 二阻尼力,第二阻尼力小于第一阻尼力,第一阻尼力与第二阻尼力之和为目标阻尼力,第二段部中任一 位置的径向的截面面积小于第一段部中任一位置的径向的截面面积。 天眼查资料显示,联想(北京)有限公司,成立于1992年,位于北京市,是一家以从事计算机、通信和 其他电子设备制造业为主的企业。企业注册资本565000万港元。通过天眼查大数据分析,联想(北京) 有限公司共对外投资了107家企业,参与招投标项目5000次,财产线索方面有商标信息1744条,专利信 息5000条,此外企业还拥有行政许可238个。 金融界2025年6月24日消息,国家知识产权局信息显示,联想(北京 ...
摩托罗拉携手首届全新世俱杯:一场科技与足球的全球化品牌重构
Di Yi Cai Jing· 2025-06-24 00:54
昔日手机通讯王者摩托罗拉正在重返全球主流舞台。 2024年10月,在美国西雅图举办的联想创新科技大会上,联想集团董事长兼首席执行官杨元庆和国际足 联主席詹尼·因凡蒂诺联合宣布,联想成为FIFA有史以来第一个官方技术合作伙伴。不久前,双方的合 作进一步升级。联想及摩托罗拉宣布与2025世俱杯达成全球合作伙伴关系,联想旗下品牌摩托罗拉成为 2025世俱杯官方智能手机合作伙伴。 在世俱杯赛事期间,联想和摩托罗拉将为国际足联及参赛球队提供各类智能硬件设备与服务解决方案, 全面支持赛事运营、内容采集、协作通信及现场保障等工作。同时,摩托罗拉将启用2025全新moto razr 系列折叠屏手机,通过创新的边线拍摄技术,在特定场次为全球观众呈现独家赛场视角。 这一"大招"的背后,是摩托罗拉持续增长的营收数据。早在2021年,摩托罗拉全球出货量达4800万部, 排名全球第七。2025年一季度,在除中国以外的海外市场,联想摩托罗拉收入达34.2亿美元,同比激增 16.7%,远超市场4.4%的增速,市场份额(3.3%)从第五升至第四。全球市场中,联想以2.5%的收入份 额位列第八,同比提升0.3个百分点,增速16.4%远超行业4 ...
秦朔:从中国制造到中国创造&全球制造 | 出海峰会
吴晓波频道· 2025-06-24 00:52
点击上图▲立即报名 而当我们历经了几十年风雨坎坷,终于练就了一种超级制造能力的时候,未来的主题就是"中国制造为全球"。我们要走向全世界,绽放中国制造的 光芒。 6月19日至6月20日,"生而全球·共融共建"第二届出海全球峰会在新加坡举行。与 会的1300名企业家与20多位来自学界、企业界、海外的嘉宾一起,探讨中国企业出 海的新方 向和新路径 。 秦朔老师在论坛上进行了《从中国制造到中国创造&全球制造》的专题演讲,本文整 理了秦朔老师演讲的精华部分,分享给大家 。 演讲 / 秦朔 整理 / 巴九灵(微信公众号: 吴晓波频道) 从大的历史周期看,中国制造的本质是"全球制造在中国"。全球把订单、原料、技术、资本等交给中国这块土地,以及中国的厂长、工程师和工 人,去为全世界做制造。 从中国制造到中国绿造、中国智造、中国质造,中国制造今天的含义跟以前已经有本质不同了,它有了很多创造的成分。换句话说,我们身在这个 时代,要带着中国制造的新内涵、新使命走向全世界。 中国能力的全球化 几年前,我提出过一个观点,就是"从全球化带动中国,到中国带动全球化"。意思是说,过去我们更多是依靠自己的勤劳禀赋,被全球的资本、订 单牵引着往 ...
16小时,1300人,20000字演讲精华,新加坡出海峰会聊了什么?
吴晓波频道· 2025-06-22 01:30
点击按钮 ▲ 预约直播 " 未来相当长的时间里,企业出海是中国企业发展一件非常重要的事情,也是全球制 造业所面临的前所未见的重组过程。 "随着吴晓波老师的收官演讲结束,为期两天 的"生而全球·共融共建"第二届出海全球峰会在新加坡落下帷幕。 在新加坡国立大学礼堂,面对1300多名从全球各地而来的企业家, 20位沉浸一线多 年的专家学者与企业出海先驱,用累计16小时精彩的演讲,将一年来的观察与经验倾 囊而出,大家带着问题前来,满载思考而归。 现在,我们将他们的演讲精华共计两万多字,分享给大家,感兴趣的朋友也可以点击 上方按钮预约直播,在线上与我们一起重温双日盛宴。 文 / 巴九灵(微信公众号:吴晓波频道) 吴晓波 财经作家 在我所有的旅行中,最近的这次帆船航海体验最特别。帆船没有机械动力,是人类最早与大 海对话的工具。我请了中国第一位完成环球航海的女船长宋坤,和我一起航行七天。 我和宋坤在科西嘉岛有过对话,她的话让我深受触动。 她说:"我们不是去征服大海,而是去接受它的洗礼。" 我想把这句话送给在座的企业家朋友们。我们不是要去征服世界,相对于世界的辽阔与海洋 的浩瀚,我们每个人、每艘船都太过渺小。我们要做的是在穿 ...
联想集团(00992) - 2025 - 年度财报
2025-06-20 09:11
Financial Performance - Lenovo Group reported a revenue of $69.077 billion for the fiscal year ending March 31, 2025, representing a 21% year-over-year increase[10]. - The net profit attributable to equity holders increased by 37% year-over-year to $1.384 billion[10]. - Lenovo's diluted earnings per share rose to 10.62 cents, up from 8.05 cents the previous year[10]. - Lenovo achieved significant revenue growth and net profit increase, marking one of its best years historically[21]. - The company reported total sales of approximately $69.08 billion, an increase from $56.86 billion in the previous year[148]. - Net profit attributable to equity holders increased by $373 million to approximately $1.38 billion, with a net profit margin rising by 0.2 percentage points to 2%[149]. - Total revenue for the year 2025 reached $73,514.7 million, an increase from $60,993.7 million in 2024, representing a growth of approximately 20.5%[155]. - The operating profit for the smart devices business group was $3,622.6 million in 2025, up from $3,180.8 million in 2024, indicating a growth of 13.9%[155]. Market Position and Growth - Lenovo maintained a market share of 23.7% in the global PC market, ranking first according to IDC reports for the fiscal year 2024/25[12]. - The company achieved a 68% year-over-year increase in revenue from its liquid cooling solutions[14]. - The Infrastructure Solutions Group achieved a remarkable 63% revenue increase, driven by strong server orders and a recovery in enterprise demand[50]. - The Solutions Services Group's revenue grew by 13%, primarily due to strong demand for Digital Workplace Solutions and AI-driven solutions[50]. - The Intelligent Devices Group's revenue also increased by 13%, supported by market share gains and sales growth of high-end personal computers and smartphones[50]. - The Asia-Pacific region (excluding China) saw a 29% year-on-year revenue increase, driven by strong demand for liquid cooling technology and services[60]. - Revenue in the China market surged by 26% year-on-year, primarily due to market share growth in the Infrastructure Solutions Group[60]. - The Americas region experienced a 19% year-on-year revenue growth, with significant demand for AI GPU solutions[60]. - The Europe, Middle East, and Africa market reported a 16% year-on-year revenue increase, benefiting from strong demand for digital workplace solutions[61]. Innovation and Technology - The company plans to leverage new opportunities in the AI era to drive growth in the next decade[19]. - Lenovo's intelligent infrastructure business experienced rapid growth and profitability, supported by cloud services and traditional enterprise infrastructure[21]. - The company is focusing on hybrid artificial intelligence innovation, leading the global AI PC market and developing cross-device superintelligence[22]. - Lenovo's upcoming next-generation AI PC will significantly enhance local inference capabilities, further advancing personalized AI[24]. - The company has over 100 innovation patents and has formed strategic partnerships to enhance its product offerings[14]. - Research and development expenditure increased by 13% to $2.3 billion, highlighting Lenovo's commitment to innovation in AI technologies[49]. - The latest AI-driven innovations in the Smart Devices Group are redefining next-generation devices, including AI personal computers[62]. - The Solutions Services Group's AI Fast Start service aims to accelerate enterprise AI implementation with effective use cases and expert guidance[63]. Strategic Partnerships and Collaborations - The strategic partnership with Alat opens new business growth opportunities in the Middle East and Africa, enhancing supply chain resilience[26]. - Lenovo has become the official technology partner of FIFA, providing technical support for major sporting events, showcasing its capabilities[26]. - The company has established strategic partnerships, such as with Alat, to further strengthen its global and regional model[69]. Operational Efficiency and Management - Operating expenses rose by 15% year-over-year to $8.934 billion, with operating expenses as a percentage of revenue decreasing by 0.8 percentage points to 12.9%[10]. - Lenovo's cash conversion cycle increased by six days, primarily due to extended inventory days, necessitated by rising market demand and new product launches[49]. - The company is focusing on responsible, ethical, and secure development and deployment of artificial intelligence technologies[81]. - Lenovo's operational performance is highly dependent on seamless execution of demand forecasting, production planning, order fulfillment, and inventory management[83]. - The company is enhancing its global supply chain risk management plan to monitor external developments and identify emerging risks[85]. Sustainability and Corporate Social Responsibility - Lenovo has committed to achieving net-zero greenhouse gas emissions by 2050, with a target of reducing emissions by 90% across Scope 1, 2, and 3[109]. - The company has set science-based short-term reduction targets that have been verified by the Science Based Targets initiative (SBTi) in June 2020 and January 2023[109]. - Lenovo's environmental management system (ISO 14001 EMS) provides a robust framework for setting annual targets to achieve SBTi's 2030 and 2050 reduction goals[110]. - Lenovo's commitment to sustainability and corporate social responsibility is aligned with the UN Global Compact principles, emphasizing human rights, labor, environment, and anti-corruption[137]. - Lenovo's annual ESG report adheres to the Hong Kong Stock Exchange's listing rules and aligns with the Global Reporting Initiative (GRI) standards[111]. - Lenovo achieved leadership ratings in CDP Climate Change (A) and Water Security (A-) for 2024, marking six consecutive years of leadership in climate change assessments[138]. - The company launched the AI-driven Lenovo Intelligent Sustainable Solutions Advisor (LISSA), which won the SEAL Sustainability Innovation Award for providing insights into IT sustainability strategies[138]. Risk Management - The company maintains a strong focus on risk management to navigate external uncertainties, including macroeconomic fluctuations and geopolitical tensions[76]. - Lenovo actively monitors global economic, political, and regulatory developments to anticipate and respond to operational risks[77]. - The company has implemented a comprehensive compliance framework to manage legal and regulatory risks across multiple jurisdictions[78]. - Lenovo faces increasing risks related to cybersecurity, data privacy, and the integrity of its IT infrastructure due to rising digitalization and AI threats[91]. Employee and Workplace Culture - The company reported a global workforce of approximately 72,000 employees as of the end of fiscal year 2024/25, with a focus on performance-based compensation and employee benefits[68]. - Lenovo emphasizes the importance of human capital management to attract, develop, retain, and motivate a diverse workforce, which is crucial for its long-term success[95]. - Lenovo was recognized as a "Best Workplace for Disability Inclusion" in 2024 by the Disability Equality Index in the US, UK, and Brazil, reflecting its commitment to an inclusive culture[140]. - The company received the highest score in the annual Workplace Pride Global Benchmark for 2024, showcasing its dedication to workplace inclusivity[140].
2025世界移动通信大会 四大主题全面展示科技创新强劲势能
Zheng Quan Ri Bao Zhi Sheng· 2025-06-19 17:09
Group 1: Event Overview - The 2025 World Mobile Communication Conference (MWC25 Shanghai) is showcasing the strong momentum of technological innovation in China and the Asia-Pacific region, focusing on themes such as AI+, industry interconnectivity, and 5G integration [1][2] - GSMA CEO emphasized that the next phase of mobile communication will be defined by 5G-Advanced (5G-A), independent networking, and AI, providing Chinese companies with broader development opportunities [1][2] Group 2: 5G and AI Integration - China is leading the global market in 5G-A technology, with projections indicating that by 2025, over 95% of the population will be covered by 5G networks, contributing $2 trillion to the economy [2] - Huawei and major telecom operators launched 5G-A experience innovations, with a goal for 95% of vehicles to be connected by 5G by 2030, seizing opportunities in the smart connected vehicle market [2][3] Group 3: AI Applications - AI models showcased at the conference include applications in flood management and chemical safety, enhancing disaster monitoring and operational efficiency [3][4] - Lenovo demonstrated advanced AI capabilities with intelligent systems that can create and act, showcasing the potential of multimodal AI models [4] Group 4: Innovative Transportation Solutions - The conference introduced a new GSMA innovation area featuring various innovative transportation systems, including eVTOL aircraft for logistics and emergency services [5][6] - Companies like Peak Aviation Technology and Chang'an Automobile presented advanced aerial vehicles capable of vertical takeoff and landing, targeting applications in firefighting and recreation [6] Group 5: Communication Technology Advancements - Companies are developing integrated solutions combining 5G-A technology with robotics and marine communication systems, enhancing connectivity across various domains [7] - The integration of satellite communication and terrestrial networks is seen as crucial for bridging digital divides, with companies like Guangdong Tongyu Communications focusing on comprehensive coverage [8] Group 6: Global Impact and Future Prospects - MWC25 Shanghai is positioned as a key platform for transforming local innovations into international standards, facilitating the global expansion of China's digital economy [9]
Gartner发布全球供应链Top 25排名:联想第8,京东第22
news flash· 2025-06-19 04:38
金十数据6月19日讯,市场咨询机构发布2025年全球供应链Top25榜单,排名参考公司业务绩效、公开 财务与ESG数据、以及同行和分析师的专业评议。两家中国企业入选,联想集团排名第8,比去年提升2 位,超过沃尔玛、宝马等跨国企业;京东排第22名。 Gartner发布全球供应链Top 25排名:联想第8,京东第22 ...
联想刘军:中国AI产业从快速滑行进入起飞阶段
Xin Hua Cai Jing· 2025-06-18 10:54
"联想以自身变革为驱动,不断打造智能IT引擎——擎天,并基于客户场景和AI技术驱动,形成了全栈 AI的产品、解决方案和服务。"刘军表示,联想将以全栈AI,助力企业创新生产力。 新华财经上海6月18日电(记者高少华)联想集团执行副总裁兼中国区总裁刘军18日在2025年世界移动 通信大会(MWC上海)上表示,当前人们正身处AI触发的第四次工业革命浪潮之中,智能体能力每几 个月翻一番,人类社会加速迈入"人智共创"的全新时代。中国AI产业发展从快速滑行进入起飞阶段,AI 普惠加速走向千行百业、烟火人间。 据介绍,早在2017年,联想即提出了"联想智慧中国"的愿景,前瞻布局人工智能。截至目前,联想已经 形成全栈AI的产品、解决方案和服务,包括AI终端、AI基础设施和AI解决方案与服务。 刘军表示,联想AI终端的布局可概括为"一体多端"。"一体"即天禧个人超级智能体,"多端"包括AI PC、AI手机、AI平板和AIoT设备。天禧个人超级智能体正在嵌入联想的AI PC、AI手机和AI平板、 AIoT等终端之中,为用户带来跨设备、跨系统生态的超级体验。数据显示,联想2024年发布的AI PC, 在天禧个人超级智能体带动下,过 ...
联想集团超级智能体首秀2025世界移动通信大会
Zheng Quan Shi Bao Wang· 2025-06-18 09:48
不少观众还同步试用了吸睛无数的ThinkBook Plus Gen6Rollable AI元启版卷轴屏电脑、ThinkBook透明 屏笔记本电脑、拯救者创世AI元启裸眼3D笔记本电脑、ThinkBook Flip AI PC"三折叠"概念AI PC,以及 联想moto razr60系列等近20款高定Pantone色彩联想moto AI手机等。 6月18日,2025世界移动通信大会在上海启幕。联想此次参展以"让AI成为创新生产力"为主题,带来了 天禧个人超级智能体、联想乐享企业超级智能体、城市超级智能体的国际舞台首秀,并集中呈现了面向 运营商、企业与个人客户的"全栈AI"成果与实践。 联想集团执行副总裁兼中国区总裁刘军出席主论坛和GSMA数字领导者计划(DLP)大会,并在主论坛发 表《全栈AI助力企业创新生产力》主旨演讲。 本届MWC上海,联想围绕个人智能(Personal AI)和企业智能(Enterprise AI)两大主线,全面展示了联想在 AI终端、AI基础设施、AI解决方案与服务三大业务板块的创新实践与落地成果。 在个人智能展区,天禧个人超级智能体亮相。其是新一代人机交互入口,目前已全面登陆联想AI ...